Succession Planning
Of utmost importance to our clients is the need to secure their hard-earned wealth so that it is safe and can provide for their family’s requirements well into the future, whatever happens.
Alongside safeguarding your wealth and prized assets for the next generation is ensuring that the next generation are ready to take on the responsibilities associated with managing and growing often significant family wealth, with all the complexities and intricacies that go with it.
We have significant experience of advising on holding structures for complex family wealth, including luxury assets, real estate, art and private shareholdings situated across multiple jurisdictions. These structures can be tailored to incorporate the next generation in functions that engage and assist them in the effective management of the family wealth, so they can be confident in their own future leadership roles.
Family Office Service Team
Our Clients Love us
Scroll through the testimonials from our clients.
Always aware of opportunities to reduce taxes.
Exceptional service and patience! We really value the effort and support they have given us as a new start up.
Exceptional turn around time on any questions/problems presented
Exceptionally thorough responses delivered in a very timely manner.
I have been Jamie's client for more than ten years and I keep being impressed with his client-centric, solution-orientated and straightforward approach to answering questions. I have not had a single tax question over the years where Jamie could not help in a professional, efficient and also cost-effective manner. This holds true for questions around various different jurisdictions and degrees of complexity. I can wholeheartedly recommend Jamie's services!
I recently moved to the UK and TAP were very proactive at helping me understand the details of the law and how to reduce my tax exposure, they were also very patient responding promptly to all of my questions - great customer service!
TAP have always delivered outstanding advice and support.
TAP sought ways to save us tax and made the process straightforward.
The service I have received has been impeccable and I would be glad to recommend your services to friends, family and clients etc. The whole process has been made extremely easy for me since day 1 from my consultation with Robert and then on to the preparation of the CGT Calculations and submission by Sydnie and the Team, all my questions were answered promptly and I was provided all the information I needed, so a big thank you again for your efforts.
They were able to turn a HMRC GBP25,000 tax bill for income received in Germany into a GBP600 refund within a month!
Very clear and concise in explaining tax matters.
Very helpful throughout the process, available to answer one-off questions.
Very thorough and answered my queries.
Always aware of opportunities to reduce taxes.
Exceptional service and patience! We really value the effort and support they have given us as a new start up.
Exceptional turn around time on any questions/problems presented
Exceptionally thorough responses delivered in a very timely manner.
I have been Jamie's client for more than ten years and I keep being impressed with his client-centric, solution-orientated and straightforward approach to answering questions. I have not had a single tax question over the years where Jamie could not help in a professional, efficient and also cost-effective manner. This holds true for questions around various different jurisdictions and degrees of complexity. I can wholeheartedly recommend Jamie's services!
I recently moved to the UK and TAP were very proactive at helping me understand the details of the law and how to reduce my tax exposure, they were also very patient responding promptly to all of my questions - great customer service!
TAP have always delivered outstanding advice and support.
TAP sought ways to save us tax and made the process straightforward.
The service I have received has been impeccable and I would be glad to recommend your services to friends, family and clients etc. The whole process has been made extremely easy for me since day 1 from my consultation with Robert and then on to the preparation of the CGT Calculations and submission by Sydnie and the Team, all my questions were answered promptly and I was provided all the information I needed, so a big thank you again for your efforts.
They were able to turn a HMRC GBP25,000 tax bill for income received in Germany into a GBP600 refund within a month!
Very clear and concise in explaining tax matters.
Very helpful throughout the process, available to answer one-off questions.
Very thorough and answered my queries.
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